UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC

Financials

From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.

Officers, directors and key employees

As listed on the 990 for the year ended June 30, 2025, highest compensation first.

Address and contacts

Address (IRS master file)

225 W VINE ST, MILWAUKEE, WI 53212-3935

Principal officer (990 for 2024)

AMY LINDNER, 225 WEST VINE STREET, MILWAUKEE, WI 53212

Signed the 990

BOB MALICKI, VICE PRESIDENT FINANCE

Phone

(414) 263-8141

Website

WWW.UNITEDWAYGMWC.ORG

Return prepared by

CLIFTONLARSONALLEN LLP

Mission

WE UNITE PEOPLE TO CREATE POSITIVE LASTING CHANGE IN OUR COMMUNITY.

Program accomplishments

• UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY'S FUNDING MODEL IS INTENTIONALLY FOCUSED ON IMPACT BASED FUNDING. INVESTMENTS ARE MADE TO ORGANIZATIONS THAT DEMONSTRATE THEY CAN ADVANCE THE WORK OF OUR KEY INITIATIVES. THIS WILL ALLOW US TO MORE EFFECTIVELY DRIVE COMMUNITY-WIDE PROGRESS ON IMPORTANT ISSUES BY ALLOCATING MORE FUNDING AND STAFF CAPACITY TO THESE INITIATIVES.THIS IS ABOUT INVESTING MORE EFFECTIVELY AND EFFICIENTLY IN OUR COMMUNITY. OUR GOAL IS TO SOLVE IMPORTANT ISSUES FASTER WITH OUR DONORS.OUR VISION: WE ENVISION A UNITED COMMUNITY WHERE PEOPLE COME TOGETHER TO INVEST IN SIGNIFICANT AND MEASURABLE SOLUTIONS THAT FOSTER WELLNESS AND OPPORTUNITY FOR ALL.OUR VALUES:COLLABORATIONWE BELIEVE IN THE POWER OF WORKING TOGETHER WITH BUSINESSES, NONPROFITS, GOVERNMENT,AND COMMUNITY MEMBERS TO ACHIEVE MEANINGFUL AND LASTING IMPACT.INTEGRITYWE ARE COMMITTED TO TRANSPARENCY, ACCOUNTABILITY, AND ETHICAL PRACTICES IN ALL THAT WE DO, BUILDING TRUST WITH OUR PARTNERS, DONORS, AND COMMUNITY.COMPASSIONWE APPROACH OUR WORK WITH EMPATHY, UNDERSTANDING, AND A COMMITMENT TO SUPPORTING THOSE IN OUR COMMUNITY WHO FACE CHALLENGES.INCLUSIONWE ARE NOT SUCCEEDING UNLESS OUR SUCCESS IMPACTS OUR ENTIRE COMMUNITY. EVERY PERSON IN OUR COMMUNITY DESERVES SUPPORT AND ALL HAVE SOMETHING TO GIVE.IMPACT BASED FUNDING ALLOWS UNITED WAY TO MORE EFFECTIVELY DRIVE COMMUNITY-WIDE PROGRESS ON IMPORTANT ISSUES BY ALLOCATING MORE FUNDING AND STAFF CAPACITY TO OUR KEY INITIATIVES. THIS MODEL IS BETTER ALIGNED WITH CURRENT COMMUNITY NEEDS, DONOR DESIRES, AND THE MODERN VALUE PROPOSITION OF UNITED WAY. UNITED WAY HAS ALWAYS MAINTAINED PRESENCE IN OUR COMMUNITY, BUT THIS MOVE WILL DRIVE OUR WORK BEYOND PRESENCE TO IMPACT AND CHANGE. OUR GOAL IS TO WORK TOWARD SOLVING THE ISSUES ADDRESSED BY THESE KEY INITIATIVES, THEN EXPAND TO ADDRESS NEW CHALLENGES.IN ADDITION TO KEY INITIATIVES, UNITED WAY WILL INVEST IN LEGACY AND COMMUNITY RESILIENCY RESOURCES, AS WELL AS SUPPORT FOR URGENT NEEDS. LEGACY FUNDS WILL SUPPORT PROGRAMMING THAT IS ESSENTIAL FOR SUSTAINING THE ACHIEVEMENT OF A PAST COLLECTIVE IMPACT OR KEY INITIATIVE GOAL.COMMUNITY RESILIENCY PROGRAMS AND RESOURCES ARE DESIGNED TO CONNECT PEOPLE TO INFORMATION AND ASSISTANCE IN TIMES OF NEED.UNITED WAY USES COLLECTIVE IMPACT TO DRIVE SOLUTIONS TO OUR COMMUNITY'S PROBLEMS THAT ARE TOO BIG FOR ONE ORGANIZATION TO SOLVE. COLLECTIVE IMPACT IS THE COMMITMENT OF A GROUP OF PEOPLE FROM DIFFERENT SECTORS TO A COMMON AGENDA FOR SOLVING A SPECIFIC SOCIAL PROBLEM, USING A STRUCTURED FORM OF COLLABORATION.WE KNOW THERE IS NO SHORTAGE OF GREAT NONPROFITS IN OUR REGION, BUT THERE IS A SHORTAGE OF EFFICIENT WAYS TO COLLABORATE MORE EFFECTIVELY. FEW NONPROFITS ARE RESOURCED TO LEAD THIS KIND OF BADLY NEEDED WORK. UNITED WAY IS READY TO LEAD THE WAY.OUR KEY INITIATIVES INCLUDE:REDUCING BARRIERS TO EMPLOYMENT & ADVANCEMENT. OUR GOAL: 15,000 PEOPLE WILL BE READY TO START STABLE CAREERS HAVING OVERCOME KEY EMPLOYMENT BARRIERS BY 2029.THIS INITIATIVE IS GUIDED BY THREE STRATEGIES:REDUCING BARRIERS TO EMPLOYMENT & ADVANCEMENT IS GUIDED BY THESE STRATEGIES:EDUCATION, TRAINING, & CREDENTIALSSUPPORTING ORGANIZATIONS THAT HELP ADULTS LEARN TO READ, EARN THEIR GED/HSED, OR OTHER EMPLOYMENT CREDENTIALS THAT LEAD TO A HIGH-DEMAND CERTIFICATIONTRANSPORTATIONSUPPORTING ORGANIZATIONS THAT PROVIDE INNOVATIVE TRANSPORTATION SOLUTIONS OR ASSISTWITH DRIVER'S LICENSE RECOVERY.INVOLVEMENT IN THE JUSTICE SYSTEMSUPPORTING PROGRAMS WITH A FOCUS ON STRENGTHENING JUSTICE-IMPACTED-INDIVIDUALS IN THE WORKPLACE AND ADVOCATING FOR POLICY CHANGES THAT HELP THESE MEMBERS OF OUR COMMUNITY.SAFE & STABLE HOMESOUR GOAL: END FAMILY HOMELESSNESS IN OUR FOUR-COUNTY FOOTPRINT BY 2025.THERE ARE FOUR MAIN ELEMENTS OF SAFE & STABLE HOMES:CENTRALIZED CONNECTION TO RESOURCES.LEGAL AID TO PREVENT/STOP EVICTIONS.FLEXIBLE FINANCIAL ASSISTANCE: FAMILY FLEX FUND. SOCIAL WORKERS PROVIDING WRAPAROUND SUPPORT TO FAMILIES. TECHQUITYOUR GOAL: WE WILL PROVIDE 50,000 COMPUTERS TO PEOPLE WHO NEED THEM ACROSS OUR FOUR COUNTIES BY 2027.TECHQUITY CONNECTS STAKEHOLDERS FROM BUSINESS, GOVERNMENTAL, EDUCATIONAL, AND SOCIAL SECTORS TO PROMOTE DIGITAL EQUITY AND INCLUSION VIA THREE CORE STRATEGIES:BROADBAND: PROMOTING ACCESS TO AFFORDABLE, FAST, RELIABLE BROADBAND THROUGHOUT OUR COMMUNITY.DEVICES: ENSURING ALL MEMBERS OF OUR COMMUNITY HAVE ACCESS TO THE DIGITAL DEVICES NEEDED TO FLOURISH.SKILLS: EQUIPPING OUR COMMUNITY WITH THE DIGITAL SKILLS, LITERACY, AND VOCATIONAL OPPORTUNITIES NEEDED TO PARTICIPATE AND EXCEL IN THE DIGITAL ECONOMY.TEEN MENTAL WELLNESS: EMPOWERING MINDSOUR GOAL: EMPOWERING MINDS SCHOOLS WILL ELEVATE THE MENTAL WELLNESS OF 21,000 HIGH SCHOOL STUDENTS BY 2030.ACHIEVING TARGETED MILESTONES ARE THE CENTERPIECE OF EMPOWERING MINDS. THIS IS HOW WE WILL MEASURE SUCCESS. THE SIX MILESTONES ARE BASED ON WISCONSIN'S DEPARTMENT OF PUBLIC INSTRUCTION'S SCHOOL MENTAL HEALTH FRAMEWORK. THE SIX MILESTONES ARE: NEEDS ASSESSMENT: MAPPING THE CURRENT STATE AND SHARING ALL EXISTING RESOURCES WITH STUDENTS AND PARENTS.COLLABORATION: BUILDING BRIDGES WITH STUDENTS, PARENTS, COMMUNITY PROVIDERS AND THE SCHOOL TO REGULARLY ENGAGE ON MENTAL HEALTH.REFERRAL PATHWAYS: KNOWING WHEN AND HOW TO TRIAGE STUDENTS WHO NEED SUPPORT INTO THE RIGHT LEVEL OF HELP. COMPREHENSIVE RESOURCES: PROMOTING AND SUPPORTING OVERALL MENTAL WELLNESS AND EARLY INTERVENTIONS, AS WELL AS HAVING THE ABILITY TO GET CARE FOR STUDENTS WHO NEED A HIGHER LEVEL OF SUPPORT.SUSTAINABILITY: IDENTIFYING STRATEGIES THAT OPTIMIZE FINANCIAL AND NONFINANCIAL ASSETS NEEDED TO MAINTAIN AND IMPROVE THE COMPREHENSIVE SCHOOL MENTAL HEALTH SYSTEM.EVALUATION: COLLECTING BOTH QUANTITATIVE AND QUALITATIVE DATA TO INFORM PRIORITIES AND ACTION STEPS TO CONTINUOUSLY IMPROVE THE COMPREHENSIVE SCHOOL MENTAL HEALTH SYSTEM.OVER 197,000 PEOPLE WERE SERVED BY UNITED WAY-FUNDED PROGRAMS AND PARTNERSHIPS ACROSS OUR COMMUNITY. OVER 9,900 PEOPLE WERE SERVED BY REDUCING BARRIERS TO EMPLOYMENT & ADVANCEMENT PROGRAMS. OVER 17,500 PEOPLE WERE SERVED BY SAFE & STABLE HOMES PROGRAMS. WE EXPANDED TEEN MENTAL WELLNESS: EMPOWERING MINDS TO NINE HIGH SCHOOLS. WE ARE ON TRACK TO ELEVATE THE MENTAL WELLNESS OF OVER 6,500 STUDENTS AT THESE SCHOOLS. NEARLY 8,000 COMPUTERS WERE DISTRIBUTED THROUGH TECHQUITY.
  Expenses $23,630,901 · grants $21,773,450 · revenue $272,805
• DONOR DIRECTED DESIGNATIONS TO SPECIFIC MEMBER AND NON-MEMBER AGENCIES TO ADDRESS DONOR PERCEIVED COMMUNITY NEEDS.
  Expenses $19,031,741 · grants $19,031,741
• GRANTSCOMMUNITY SCHOOLS THE MILWAUKEE COMMUNITY SCHOOLS PARTNERSHIP (MCSP) IS A STRATEGY IMPLEMENTED BY MILWAUKEE PUBLIC SCHOOLS AND UNITED WAY TO TRANSFORM THE WAY A SCHOOL INTERACTS WITH ITS STUDENTS, THEIR FAMILIES AND THE SURROUNDING COMMUNITY TO BETTER SUPPORT ALL THE NEEDS OF A CHILD.THE COMMUNITY SCHOOLS MODEL WORKS TO INCREASE A SCHOOL'S CAPACITY TO GROW STRONG PARTNERSHIPS WITH ITS SURROUNDING COMMUNITY AND BETTER ENGAGE AND ALIGN RESOURCES CENTERED ON THE SELF-IDENTIFIED, REAL-TIME NEEDS OF COMMUNITIES. OUR STRATEGY PLACES THE FOCUS ON THE WHOLE CHILD, WITH THE UNDERSTANDING THAT A CHILD BELONGS TO A FAMILY, AND THAT FAMILY LIVES AND INTERACTS WITHIN A LARGER COMMUNITY.CURRENT MCSP MAY HAVE DIFFERENT FOCUSES AND ACTIVITIES TO IMPROVE THEIR SCHOOLS AND COMMUNITIES, BUT ALL SHARE CORE CHARACTERISTICS: A SHARED VISION THAT INTEGRATES INTO THE WORK OF THE SCHOOL AND ALL PARTNERS. DEMONSTRATED LONG-TERM COMMITMENT AND SHARED OWNERSHIP AS EVIDENCED BY A PARTNERSHIP AGREEMENT SIGNED BY THE SCHOOL, DISTRICT, AND LEAD PARTNER AGENCY. A FULL-TIME COMMUNITY SCHOOL COORDINATOR HIRED BY A NON-PROFIT PARTNER AND PLACED IN THE SCHOOL TO ASSESS, ALIGN, AND SUPPORT PROGRAMS AND RESOURCES TO ACHIEVE THE SHARED VISION. LOCAL DECISION-MAKING REGARDING THE SHARED VISION AND PRIORITIES OF THE COMMUNITY SCHOOL.THIS DECISION-MAKING HAPPENS THROUGH A SCHOOL-LEVEL ADVISORY COMMITTEE, FACILITATED BY THE COMMUNITY SCHOOL COORDINATOR AND SCHOOL PRINCIPAL. USE OF DIVERSE KNOWLEDGE TO INFORM THE SHARED VISION AND LOCAL DECISIONS. THIS KNOWLEDGE IS OBTAINED THROUGH IMPLEMENTATION OF THE MCSP SCAN, A MULTI-COMPONENT TOOL THAT COMBINES ACADEMIC, HEALTH, AND SAFETY DATA WITH AN ASSET MAP AND LIVED-EXPERIENCE NARRATIVE FROM STUDENTS, SCHOOL STAFF, PARENTS, AND COMMUNITY MEMBERS. CULTURAL RELEVANCE WITHIN AND OUTSIDE OF THE SCHOOL DAY THAT RESPONDS TO THE SELF-IDENTITIES OF STUDENTS, PARENTS, SCHOOL STAFF, AND COMMUNITY MEMBERS. A FOCUS ON EQUITY THAT PERMEATES ALL ACTIVITIES OF THE COMMUNITY SCHOOL TO ENSURE THAT STUDENTS, PARENTS, SCHOOL STAFF, AND COMMUNITY MEMBERS ALL HAVE THE SAME OPPORTUNITIES AND ACCESS TO RESOURCES TO HELP THEM SUCCEED.SUCCESSFUL IMPLEMENTATION OF A COMMUNITY SCHOOLS' MODEL HAS BEEN PROVEN ACROSS THE COUNTRY TO IMPROVE CLIMATE AND CULTURE, ACADEMIC ACHIEVEMENT, AND INVESTMENT IN LOCAL NEIGHBORHOODS. HERE IN MILWAUKEE, WE ARE DIRECTLY WORKING TO IMPROVE: STUDENT ATTENDANCE AND ACADEMIC ENGAGEMENT. LEVELS OF TRUST BETWEEN SCHOOL, FAMILY, AND BROADER COMMUNITY. ALIGNED SCHOOL AND COMMUNITY PARTNERSHIPS TO SUPPORT STUDENT SUCCESS. A $2.5 MILLION, 5-YEAR GRANT (BEGINNING IN OCTOBER 2020) WAS AWARDED TO COMMUNITY SCHOOLS FROM THE US DEPARTMENT OF EDUCATION, FULL-SERVICE COMMUNITY SCHOOLS GRANT. RIGHT TO COUNSELRIGHT TO COUNSEL IS A THREE-YEAR PILOT THAT WILL PROVIDE FREE HOUSING ATTORNEYS FOR EVERY FAMILY UNDER 200% OF THE FEDERAL POVERTY GUIDELINE FACING AN EVICTION CASE IN MILWAUKEE COUNTY SMALL CLAIMS COURT. LEGAL ACTION OF WISCONSIN'S EVICTION DEFENSE PROJECT DATA SHOWS THAT 90% OF EVICTION CASES ARE DISMISSED OR DELAYED WHEN A TENANT HAS LEGAL REPRESENTATION, BUT ONLY 3% OF THE 14,000 MILWAUKEE FAMILIES FACING AN EVICTION IN A TYPICAL YEAR WILL HAVE LEGAL REPRESENTATION.RIGHT TO COUNSEL ADDRESSES RACIAL INEQUITIES IN HOUSING STABILITY. MILWAUKEE COUNTY SMALL CLAIMS COURT DATA INDICATES FAMILIES AT-RISK FOR EVICTIONS ARE MOSTLY BLACK AND LATINO RESIDENTS IN LOW-INCOME AREAS. BLACK WOMEN, FAMILIES WITH CHILDREN, AND LATINO FAMILIES IN MOSTLY WHITE NEIGHBORHOODS ARE DISPROPORTIONALLY EVICTED IN MILWAUKEE COUNTY. STATE SHELTER SUBSIDY GRANTTHE STATE SHELTER SUBSIDY GRANT (SSSG) PROVIDES UP TO 50% OF AN EMERGENCY SHELTER OR VOUCHER PROGRAM'S ANNUAL OPERATING BUDGET. THE SAFE SHELTER AND HOMELESS GRANT FUNDS ARE AVAILABLE TO SHELTER PROGRAMS WITH ADDITIONAL FUNDING NEEDS LIKE RENOVATION/EXPANSION OF AN EXISTING SHELTER, DEVELOPMENT OF AN EXISTING BUILDING INTO A SHELTER, THE EXPANSION (OR DEVELOPMENT) OF SHELTER SERVICES, OR TO CONTINUE AN EXISTING LEVEL OF SERVICE. SSSG PARTICIPANTS WERE SURVEYED TO IDENTIFY FUNDING NEEDS FOR THE 2021/2022 AND 2022/2023 WINTERS AS WELL AS FUNDING NEEDS FOR CRITICAL CAPITAL INVESTMENTS. THE WISCONSIN DEPARTMENT OF ADMINISTRATION (DOA) USED INFORMATION COLLECTED TO DETERMINE THE PROPORTION OF FUNDING THAT EACH EMERGENCY SHELTER AND VOUCHER PROGRAM WOULD RECEIVE THROUGH THE SAFE SHELTER AND HOMELESSNESS GRANTS.PUBLIC SERVICE COMMISSION UNIVERSAL SERVICE FUNDA GRANT WAS AWARDED TO SUPPORT DEVICES, INTERNET SERVICES AND DIGITAL LITERACY TRAINING FOR LOW-INCOME COMMUNITY MEMBERS AND THEIR FAMILIES. MARGARET A. CARGILL PHILANTHROPIES SAFE & STABLE HOMESA $2 MILLION GRANT WAS AWARDED FOR CALENDAR YEARS 2024 AND 2025 TO SUPPORT PROGRAMMATIC INVESTMENTS AND STAFF EFFORTS TOWARDS SAFE & STABLE HOMES: ENDING FAMILY HOMELESSNESS.
  Expenses $3,423,048 · grants $2,465,720
• VOLUNTEER ENGAGEMENTUNITED WAY PROVIDES MULTIPLE WAYS FOR COMMUNITY MEMBERS TO ENGAGE BY INVITING INDIVIDUALS, BUSINESSES, AND COMMUNITY ORGANIZATIONS TO LIVE UNITED BY GIVING, ADVOCATING AND VOLUNTEERING. VOLUNTEERING THROUGH UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY IS A GREAT WAY TO GIVE BACK, WHILE GETTING INVOLVED IN SUPPORTING MANY OF THE MOST IMPORTANT ISSUES FACING OUR COMMUNITY TODAY. WE BELIEVE STRATEGIC VOLUNTEERISM MULTIPLIES THE POSITIVE IMPACT OF UNITED WAY'S FINANCIAL INVESTMENTS AND HAS THE POTENTIAL TO IMPROVE RESULTS IN THE AREAS OF EDUCATION, FINANCIAL STABILITY, AND HEALTH. VOLUNTEER OPPORTUNITIES ALSO SUPPORT OUR KEY INITIATIVES INCLUDING SAFE & STABLE HOMES, REDUCING BARRIERS TO EMPLOYMENT & ADVANCEMENT, EMPOWERING MINDS, AND TECHQUITY.AVAILABLE OPPORTUNITIES INCLUDE:*SUPPORTING UNITED WAY'S SIGNATURE EVENTS INCLUDING PROJECT HOMELESS CONNECT, BACKPACK COALITION, DIAPER BANK, WINTER BITES AND OUR MARTIN LUTHER KING JR. DAYOF SERVICE.*ON-SITE PROJECTS: VOLUNTEERS CAN DO GOOD WITHOUT EVEN LEAVING THEIR OFFICE BY SPONSORING AND HOSTING KIT PACKING EVENTS TO PREPARE CARE PACKAGES FOR INDIVIDUALS AND FAMILIES SUCH AS PERSONAL CARE KITS; SNACK PACKS FOR YOUTH AND ADULTS; TEEN MENTAL WELLNESS KITS; AND HOUSE AND HOME KITS. *IN THE COMMUNITY: VOLUNTEERS CAN ROLL UP THEIR SHIRT SLEEVES AT A UNITED WAY FUNDED PROGRAM BY READING BOOKS TO LOCAL CHILDREN, PLAYING BOARD GAMES WITH OLDER ADULTS, HELPING TO HARVEST A COMMUNITY GARDEN, OR PREPARING AND SERVING MEALS AT A LOCAL SHELTER. UNITED WAY'S STAFF HELPS FACILITATE THE OUTREACH AND LOGISTICS OF THESE GROUP VOLUNTEER EVENTS.*LARGE SCALE VOLUNTEER EXPERIENCES: ADDING AN ENGAGEMENT ACTIVITY TO CORPORATE ANNUAL MEETINGS, COMPANY PICNICS, OR CORPORATE ANNIVERSARY CELEBRATIONS WILL NOT ONLY MAKE AN IMPACT IN OUR COMMUNITY BUT ALSO HELP ATTENDEES CONNECT WITH EACH OTHER. *SKILL-BASED VOLUNTEERS CAN SERVE ON A UNITED WAY COMMITTEE TO SUPPORT OUR MARKETING AND COMMUNICATIONS EFFORTS, FUNDING AND IMPACT STRATEGIES, COMMUNITY ENGAGEMENT WORK; AND FINANCIAL ACCOUNTABILITY PRACTICES.*SUPPLY DRIVES: COMMUNITY GROUPS AND WORKPLACES CAN HOST A COLLECTION DRIVE TO MOBILIZE THE MOST NEEDED RESOURCES OF LOCAL NONPROFITS. REQUESTED ITEMS ROTATE SEASONALLY AND INCLUDE SCHOOL SUPPLIES, WINTER APPAREL, AND HEALTH AND HYGIENE ITEMS. UNITED WAY ALSO MOBILIZES DIAPERS AND BABY WIPES YEAR-ROUND FOR FAMILIES IN OUR FOUR-COUNTY REGION.FAMILY ENGAGEMENT EFFORTS: VOLUNTEERING AS A FAMILY BUILDS TRADITIONS OF CARING, OFFERS QUALITY TIME TOGETHER, AND HELPS CREATE POSITIVE CHANGE IN OUR COMMUNITY. UNITED WAY COORDINATES SEVERAL FAMILY FRIENDLY WEEKEND EVENTS AT OUR VOLUNTEER CENTER THROUGHOUT THE YEAR.
  Expenses $2,105,462 · grants $976,076

What it must file and when

IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.

IRS record

EIN

39-0806190

Tax-exempt status

501(c)(3): Charitable, religious, educational or scientific organization

Foundation status

Publicly supported organization (170(b)(1)(A)(vi))

Donations deductible (Pub 78)

Public charity, 50% deduction limit

Exempt since

1942

Accounting year ends

June

Files

Form 990 or 990-EZ

Category (NTEE)

Philanthropy, voluntarism and grantmaking foundations (T700)

Assets (IRS master file)

$50,780,229

Income (IRS master file)

$51,763,093

Filing history

990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 39-0806190).

Questions about UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC

What is the EIN of UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC?

The employer identification number (EIN) of UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC is 39-0806190.

Is UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC tax-exempt?

Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1942.

Are donations to UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC tax-deductible?

Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).

Which annual return does UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC file?

Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.

When is the next return of UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC due?

The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.

When did UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC last file with the IRS?

The latest return in the IRS public files is the 990 for the year ended June 2025.

Who is the principal officer of UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC?

The 990 for the year ended June 30, 2025 names AMY LINDNER.

Who are the officers and directors of UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC?

The 990 for the year ended June 30, 2025 lists 57 people; 7 received compensation from the organization, the highest $354,577 (AMY LINDNER, PRESIDENT AND CEO/BOARD OFFICER).

How much revenue does UNITED WAY OF GREATER MILWAUKEE & WAUKESHA COUNTY INC have?

On its 990 for the year ended June 30, 2025 it reported revenue of $51,671,709, expenses of $56,066,914 and total assets of $50,780,229 at year end.

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